Walter & Keenan Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.46M | Buy |
26,270
+224
| +0.9% | +$32.7K | 1.25% | 24 |
|
|
2025
Q4 | $3.13M | Buy |
26,046
+569
| +2% | +$66K | 0.84% | 30 |
|
|
2025
Q3 | $2.87M | Sell |
25,477
-357
| -1% | -$39.7K | 0.8% | 33 |
|
|
2025
Q2 | $2.78M | Sell |
25,834
-1,687
| -6% | -$180K | 0.81% | 35 |
|
|
2025
Q1 | $3.27M | Buy |
27,521
+711
| +3% | +$78.6K | 0.99% | 27 |
|
|
2024
Q4 | $2.88M | Buy |
26,810
+103
| +0.4% | +$12K | 0.87% | 30 |
|
|
2024
Q3 | $3.13M | Buy |
26,707
+33
| +0.1% | +$3.81K | 0.95% | 30 |
|
|
2024
Q2 | $3.07M | Buy |
26,674
+243
| +0.9% | +$28.3K | 0.98% | 30 |
|
|
2024
Q1 | $3.07M | Buy |
26,431
+51
| +0.2% | +$5.34K | 1.01% | 33 |
|
|
2023
Q4 | $2.64M | Sell |
26,380
-67
| -0.3% | -$7.04K | 0.94% | 36 |
|
|
2023
Q3 | $3.11M | Sell |
26,447
-102
| -0.4% | -$11.2K | 1.21% | 24 |
|
|
2023
Q2 | $2.85M | Sell |
26,549
-900
| -3% | -$98.2K | 1.05% | 30 |
|
|
2023
Q1 | $3.01M | Buy |
27,449
+2,869
| +12% | +$317K | 1.14% | 29 |
|
|
2022
Q4 | $2.71M | Sell |
24,580
-160
| -0.6% | -$17.1K | 1.07% | 32 |
|
|
2022
Q3 | $2.16M | Sell |
24,740
-391
| -2% | -$35.7K | 0.92% | 40 |
|
|
2022
Q2 | $2.15M | Buy |
25,131
+25
| +0.1% | +$2.25K | 0.85% | 41 |
|
|
2022
Q1 | $2.08M | Hold |
25,106
| – | – | 0.71% | 48 |
|
|
2021
Q4 | $1.54M | Sell |
25,106
-10,450
| -29% | -$653K | 0.5% | 56 |
|
|
2021
Q3 | $2.09M | Sell |
35,556
-201
| -0.6% | -$11.5K | 0.71% | 43 |
|
|
2021
Q2 | $2.25M | Sell |
35,757
-6,731
| -16% | -$402K | 0.78% | 41 |
|
|
2021
Q1 | $2.37M | Sell |
42,488
-424
| -1% | -$22.2K | 0.84% | 39 |
|
|
2020
Q4 | $1.77M | Sell |
42,912
-31,225
| -42% | -$1.17M | 0.64% | 47 |
|
|
2020
Q3 | $2.54M | Sell |
74,137
-2,926
| -4% | -$120K | 1.01% | 32 |
|
|
2020
Q2 | $3.44M | Buy |
+77,063
| New | +$3.46M | 1.4% | 22 |
|
|
2020
Q1 | – | Sell |
-79,712
| Closed | -$5.56M | – | 193 |
|
|
2019
Q4 | $5.56M | Sell |
79,712
-5,699
| -7% | -$394K | 2.14% | 10 |
|
|
2019
Q3 | $6.03M | Buy |
85,411
+2,625
| +3% | +$190K | 2.29% | 9 |
|
|
2019
Q2 | $6.34M | Buy |
82,786
+1,100
| +1% | +$85.2K | 2.79% | 5 |
|
|
2019
Q1 | $6.6M | Sell |
81,686
-8,572
| -9% | -$654K | 2.91% | 6 |
|
|
2018
Q4 | $6.16M | Sell |
90,258
-23,250
| -20% | -$1.82M | 2.77% | 6 |
|
|
2018
Q3 | $9.65K | Sell |
113,508
-8,000
| -7% | -$654K | 2.89% | 3 |
|
|
2018
Q2 | $10.1M | Buy |
121,508
+950
| +0.8% | +$75.7K | 4.32% | 1 |
|
|
2018
Q1 | $8.99M | Buy |
120,558
+3,000
| +3% | +$240K | 3.89% | 1 |
|
|
2017
Q4 | $9.83M | Buy |
117,558
+52
| +0% | +$4.3K | 4.13% | 1 |
|
|
2017
Q3 | $9.63M | Buy |
117,506
+1,935
| +2% | +$154K | 4.45% | 1 |
|
|
2017
Q2 | $9.33M | Sell |
115,571
-5,124
| -4% | -$419K | 4.69% | 1 |
|
|
2017
Q1 | $9.9M | Sell |
120,695
-9,903
| -8% | -$827K | 5.13% | 1 |
|
|
2016
Q4 | $11.8M | Buy |
130,598
+38,042
| +41% | +$3.32M | 6.27% | 1 |
|
|
2016
Q3 | $8.08M | Buy |
92,556
+2,088
| +2% | +$185K | 4.46% | 1 |
|
|
2016
Q2 | $8.48M | Sell |
90,468
-2,780
| -3% | -$246K | 4.72% | 1 |
|
|
2016
Q1 | $7.79M | Buy |
93,248
+2,319
| +3% | +$186K | 4.47% | 1 |
|
|
2015
Q4 | $7.09M | Buy |
90,929
+685
| +0.8% | +$54.8K | 4.13% | 2 |
|
|
2015
Q3 | $6.71M | Buy |
90,244
+3,981
| +5% | +$307K | 4.15% | 1 |
|
|
2015
Q2 | $7.18M | Sell |
86,263
-5,826
| -6% | -$501K | 4.17% | 1 |
|
|
2015
Q1 | $7.83M | Buy |
92,089
+895
| +1% | +$79.4K | 4.43% | 1 |
|
|
2014
Q4 | $8.43M | Sell |
91,194
-848
| -0.9% | -$79.1K | 4.8% | 1 |
|
|
2014
Q3 | $8.66M | Sell |
92,042
-8,800
| -9% | -$876K | 5.08% | 1 |
|
|
2014
Q2 | $10.2M | Sell |
100,842
-2,072
| -2% | -$209K | 5.31% | 1 |
|
|
2014
Q1 | $10.1M | Buy |
+102,914
| New | +$9.81M | 5.52% | 1 |
|
Other funds holding XOM
VCM
VPM
Walter & Keenan Wealth Management's XOM Position: Q1 2026 in Review
Walter & Keenan Wealth Management increased its ExxonMobil (XOM) stake by 0.86% in Q1 2026, buying an estimated $32.7K and bringing the position to 26,270 shares worth $4.46M. The position accounts for 1.25% of the portfolio, ranked #24.
Walter & Keenan Wealth Management first reported a position in XOM in Q1 2014 and has held it in 48 quarters since. The position peaked at $11.8M in Q4 2016. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Walter & Keenan Wealth Management held 26,270 shares of ExxonMobil worth $4.46M as of Q1 2026.
- Walter & Keenan Wealth Management bought 224 ExxonMobil shares in Q1 2026, an estimated $32.7K.
- ExxonMobil made up 1.25% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #24 holding.
- Walter & Keenan Wealth Management first reported a position in ExxonMobil in Q1 2014 and has held it in 48 quarters since.
- Walter & Keenan Wealth Management's ExxonMobil position peaked at $11.8M in Q4 2016.
- 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.